Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each client and deliver a team of professionals that are experts in their specific disciplines yet work collaboratively to coordinate superior outcomes for our clients. By taking a holistic approach, we strive to reduce stress and save time for our clients so they can focus on what’s most important for their families. Areas of Focus Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of a client’s financial situation impacts the other, and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Planning Analyst Intern, you will be integrated into the Family Office and work closely with our Financial Advisors to broaden your knowledge of the financial services industry and learn the important role that Tax Planning and Insurance play in a client’s overall financial health. Our flexible working hours will allow you to gain valuable hands‑on experience while obtaining your degree. Essential Job Functions Work as a liaison for Financial Advisors and Product Providers. Perform daily reviews of new business for accuracy and compliance, then follow up with Product Providers and Financial Advisors to complete and settle transactions. Manage a caseload of communications—including phone calls and emails—from Financial Advisors and Product Providers to provide critical support in the funding process of customer accounts. Study for and obtain a Property & Casualty license. Opportunities for growth through acquiring FINRA Securities Licenses. Comply with all industry rules and regulations. Perform other tasks as assigned. Education / Knowledge & Skills Pursuing a Bachelor’s Degree. Interest in pursuing a career in financial services. Availability to work 20‑25 hours a week. Strong oral and written communication skills. Effective time‑management skills and ability to work independently. Detail‑oriented and strong analytical problem‑solving skills. Ability to complete industry licensing. Ability to use constructive criticism to positively influence work. Proficient in Microsoft Office. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple offices throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed if we extend an invitation for an interview. #J-18808-Ljbffr